See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,031 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,010 | $64,119+52.9% | $112,228-12.7% | $66,914+46.5% |
| Participation rate | 84.6% | 68.5%+16.1pp | 75.1%+9.6pp | 69.8%+14.8pp |
| Annual return | -14.34% | -13.81%-0.5pp | 27.45%-41.8pp | 1.58%-15.9pp |
| Employer contribution / active EE | $932 | $3,005-69.0% | $3,635-74.3% | $2,544-63.4% |
| Participant deferral / active EE | $8,080 | $3,693+118.8% | $4,728+70.9% | $4,237+90.7% |
| Admin fee / account holder | $44 | $625-92.9% | $6,410-99.3% | $593-92.5% |